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KOTAK |
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| Kotak Mahindra 30 Unit Scheme |
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| To generate capital appreciation from a portfolio of predominantly equity and equity related securities with investment in, generally, not more than 30 stocks |
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| Kotak Mahindra Global India Scheme |
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| To generate capital appreciation from a diversified portfolio of predominantly equity and equity related securities issued by Globally Competitive Indian Companies |
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To generate capital appreciation from a diversified portfolio of equity and equity related securities. |
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| To generate capital appreciation from a diversified portfolio of equity and equity related securities. |
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| Kotak Mahindra Tech. Scheme |
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| To generate capital appreciation from a portfolio of predominantly equity and equity related securities in the information technology sector. |
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| Kotak Mahindra MNC Scheme |
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| To generate capital appreciation from a portfolio of predominantly equity and equity related securities issued by multinational companies. |
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| To generate capital appreciation from a diversified portfolio of equity and equity related instruments. |
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| To generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. |
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| The investment objective of the fund is to generate long-term capital appreciation from a portfolio of equity and equity related securities, generally diversified across companies, which are likely to benefit by changing lifestyle and rising consumerism in India. |
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| Kotak Mahindra Balance unit Scheme-99 |
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| To achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments. |
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| Kotak Mahindra Income Plus Scheme |
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| To enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. |
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| To generate long term capital appreciation from a portfolio created by investing predominantly in open-ended diversified equity schemes of Mutual Funds registered with SEBI. |
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| Kotak Mahindra Bond unit Scheme 99 |
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| To create a portfolio of debt instruments of different maturities so as to spread the risk across a wide maturity horizon and different kinds of issuers in the debt markets. |
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| Kotak Mahindra Bond unit Scheme-99 |
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| To provide reasonable returns and high level of liquidity by investing in debt and money market instruments of different maturities, so as to spread the risk across different kinds of issuers in the debt market. |
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| The investment objective of the scheme is to maximize returns through an active management of a portfolio of debt and money market securities. |
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| The investment objective of the scheme is to generate income from investment in debt and money market securities and by availing arbitrage opportunities between price of spot and derivatives markets. |
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| Kotak Floater long Term Scheme |
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| To reduce the interest relate risk associated with investments in fixed rate instruments by investing predominantly in floating rate securities, money market instruments and using appropriate derivatives. |
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| Kotak Floater Short Term Scheme |
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| To reduce the interest rate risk associated with investments in fixed rate instruments by investing predominantly in floating rate securities, money market instruments and using appropriate derivatives. |
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| Kotak Mahindra liquid scheme |
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| To provide reasonable returns and high level of liquidity by investing in debt and money market instruments of different maturities so as to spread risk across different kinds of issuers in the debt market. |
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| Kotak Mahindra Liquid Scheme |
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| To provide reasonable returns and high level of liquidity by investing in debt and money market instruments of different maturities so as to spread risk across different kinds of issuers in the debt market. |
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| Kotak Mahindra Gilt unit Scheme-98 |
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| To generate risk-free returns through investments in sovereign securities issued by the Central and/or state government and / or reverse repos in such securities. |
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